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EORTC QLQ-BR23 and FACT-B for the


assessment of quality of life in patients with
breast cancer: A literature review

Article in Journal of Comparative Effectiveness Research March 2015


DOI: 10.2217/cer.14.76 Source: PubMed

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EORTC QLQ-BR23 and FACT-B for the


assessment of quality of life in patients
with breast cancer: a literature review

Background: This study aims to compare the development, characteristics and validity Jasmine Nguyen1, Marko
of two widely used tools in the breast cancer population, the EORTC QLQ-BR23 Popovic1, Edward Chow*,1,
and the FACT-B. Methods: A literature search was conducted using Ovid MEDLINE, David Cella2, Jennifer L
OLDMEDLINE, Embase, Embase Classic and the Cochrane Central Register of Controlled Beaumont2, Dominic Chu1,
Julia DiGiovanni1, Henry
Trials to identify relevant studies. Results: Both tools were found to be reliable and
Lam1, Natalie Pulenzas1 &
valid. The QLQ-BR23 focuses on physical function, whereas the FACT-B emphasizes
Andrew Bottomley3
emotional well-being. Scoring, item format, organization and response options differ 1
Rapid Response Radiotherapy Program,
between questionnaires. Conclusion: Overall, both questionnaires are effective Department of Radiation Oncology,
in assessing breast cancer-specific quality of life. Clear similarities and differences Odette Cancer Centre, Sunnybrook
between the two tools exist. Decision-making between the questionnaires should be Health Sciences Centre, University of
Toronto, 2075 Bayview Avenue, Toronto,
based on the purpose and design of the study.
Ontario M4N 3M5, Canada
2
Department of Medical Social Sciences,
Keywords: breast cancer EORTC FACT quality of life Northwestern University Feinberg School
of Medicine, Chicago, IL, USA
3
European Organisation for Research
Breast cancer is the most prevalent cancer cancers multifaceted burden, it is imperative & Treatment of Cancer Headquarters,
in Canada and is the second leading cause that clinicians record and utilize patients Brussels, Belgium
of death amongst females[1] . With improve- QoL in clinical decision-making. *Author for correspondence:
ments in screening methods and treatment Two widely used QoL questionnaires appli- Tel.: +1 416 480 4998
Fax: +1 416 480 6002
modalities, 5-year survival rates have now cable to all cancer patients are the European
edward.chow@sunnybrook.ca
increased to above 80%[2] . Organisation for Research and Treatment of
In its early stages, breast cancer is often Cancer (EORTC) Quality of Life Question-
asymptomatic. Symptoms appear as the naire (QLQ) C30 and the Functional Assess-
tumor progresses and can include a lump in ment of Cancer Therapy-General (FACT-G).
the breast or axilla, tenderness and a change Although certain QoL issues, such as pain and
in the size, shape, texture or temperature of fatigue[7] , are addressed in general QoL ques-
the breast[3] . Treatments include chemother- tionnaires, breast cancer patients also identify
apy, radiation therapy, surgery and endocrine with more unique concerns, such as feelings
treatment. Prognosis and survival are not the of decreased attractiveness and femininity, as
sole concerns of breast cancer patients as cos- well as treatment-related arm symptoms[8,9] .
metic alterations due to treatment and the These specific concerns encouraged the devel-
disease itself can have profound effects on opment of two breast cancer-specific QoL
their psychosocial morbidity[4] . modules: the EORTC QLQ-BR23, which is
Quality of life (QoL) is an established used in conjunction with the EORTC QLQ-
prognostic indicator in breast cancer[5] . It is C30, and the FACT-Breast (FACT-B), which
a multidimensional, subjective construct that incorporates the FACT-G along with a Breast
reflects physical, mental and social health Cancer Subscale (BCS).
domains to provide a complete representation Currently, the EORTC QLQ-BR23 and
of patient well-being[6] . Given the prognostic the FACT-B are the only two modules that
significance of QoL in a patient population specifically examine the QoL of breast cancer
part of
with favorable median survival rates and the patients. Despite the increasing significance

10.2217/CER.14.76 2015 Future Medicine Ltd J.Comp. Eff. Res. (2015) 4(2), 157166 ISSN 2042-6305 157
Review Nguyen, Popovic, Chowet al.

of QoL, there has not yet been a consensus on whether that patient input is integral to QoL. These sources
the EORTC QLQ-BR23 or FACT-B is most favorable imparted a prospective module comprising 26 issues.
in present-day clinical trials. Comparison between the In Phase II, these 26 issues were operationalized
current breast-specific tools available today can help into questionnaire items. The items were made brief
clinicians choose pertinent questionnaires for their and unambiguous, conditional questions were broken
investigations. As such, the objective of this study is down into their components, and items addressing pos-
to compare two widely used breast cancer-specific itive and negative concerns were worded positively and
QoL questionnaires, the EORTC QLQ-BR23 and the negatively, respectively[12] . Items on body image were
FACT-B, with respect to their developmental process, pulled from a ten-item scale devised by Hopwood[13]
reliability, validity and characteristics. and the resulting module contained 35 items.
In Phase III, the provisional module was pretested
Methods amongst a new sample of patients to obviate potential
A literature search was conducted using Ovid MED- problems. The sample comprised 23 Dutch and 110
LINE and OLDMEDLINE (1946 to July week 1 2013), Danish patients. Overall, the questionnaire was well
Ovid Embase and Embase Classic (1947 to 2013 Week received for its clarity and relevance. However, because
28) and the Cochrane Central Register of Controlled some sexuality and body items were found to be exces-
Trials (-June 2013). The utilized keywords included: sively personal, the questionnaire was reduced to 23
EORTC, questionnaire, survey, instrument, assess- items that were divided into five scales: two functional
ment, evaluate, QLQ, FACT-B, breast cancer and scales (body image and sexuality) and three symptom
breast tumor. Included articles addressed at least one of scales (arm symptoms, breast symptoms and systematic
the following aspects: development, reliability testing, side effects).
validity testing, characteristics and utilization in trials Prior to Phase IV, the module was translated from
worldwide. Non-English studies were excluded. Dutch into English. Upon further review, five items were
modified to reduce ambiguity. To achieve successful
Results cross-cultural application, pilot testing was conducted
A literature search for conventional intervention- among 13 British patients and 15 American patients
related trials utilizing the FACT-B or the EORTC and minor syntax changes were carried out. The English
QLQ-B23 yielded 67 results for FACT-B and 86 results version was then approved and subsequently translated
for the EORTC QLQ-BR23. The opposite pattern was into Spanish.
found when the same search for complementary and Phase IV was characterized by large scale interna-
alternative intervention trials was conducted, which tional field-testing for reliability, validity and cross-cul-
yielded 47 results for the FACT-B and 35 results for tural applicability using a Dutch, American and Span-
the EORTC QLQ-BR23 (Table1) . ish sample. Overall, the items were well accepted and
found to be feasible for the majority of patients with
Initial development the exception of 19% of women, who found the items
The development of the EORTC QLQ-BR23 was first relating to sexuality overly intrusive, irrelevant or chose
described by Sprangersetal. in 1996[10] as the ques- not to complete them. The average time required to
tionnaire was in its second version. The development complete the EORTC pair was approximately 9min.
of the QLQ-BR23 followed guidelines established by In comparison, the developmental process of the
the EORTC Study Group[11] , who describe modular FACT-B was illustrated by Bradyetal.[14] in 1997 as the
development to consist of four distinct phases. This FACT-G was in its third version. The original develop-
module was developed primarily by the Danish, Dutch ment of the first version and the modifications that led to
and American members of the Study Group. versions 2 and 3 are described by Cellaetal.[1517] . Fol-
In Phase I, a provisional list of relevant QoL issues lowing the standard developmental process of the Func-
was generated by virtue of four sources: extensive lit- tional Assessment of Chronic Illness Therapy (FACIT)
erature searches, existing QoL questionnaires, breast questionnaires [18] , the development of FACT-B was
cancer physicians and patients themselves given conducted in four phases.

Table 1. Identified trials reporting the use of either the EORTC QLQ-BR23 or the FACT-B.
EORTC QLQ-BR23 FACT-B
Trial use in conventional treatment (surgery/chemotherapy/ 86 67
radiotherapy/endocrine treatment) trials
Trial use in complementary/alternative treatment trials 35 47

158 J.Comp. Eff. Res. (2015) 4(2) future science group


EORTC QLQ-BR23 & FACT-B for the assessment of quality of life in patients with breast cancer Review

Phase I of development entailed item generation. above seven questions, how much would you say your
Five healthcare professionals conducted extensive functional well-being affects your quality of life?)
interviews with 15 breast cancer patients to generate a were deleted.
comprehensive list of significant issues. These patients Modifications to the FACT-G were also made. One
were chosen based on the following criteria: stage III item, I am satisfied with my sex life, under the SWB
or IV breast cancer; treatment including chemotherapy domain of the FACT-G became nonconditional. This
and/or radiotherapy; fluency in English and ability to item was to be answered regardless of level of sexual
comprehend and participate in the interview. These activity within the fourth version but the option of not
interviews accumulated 137 prospective items. answering the question was introduced. In the BCS,
In Phase II, item reduction was achieved to ensure item one item examining regional pain (I have certain parts
relevance to patient values. Thirty breast cancer patients of my body where I experience pain) was added to the
were asked to rate the items importance on a four-point previously nine-item subscale. To further address the
scale. Questions receiving a score of 3 and over were occurrence of arm morbidity associated with surgi-
retained. This list was then trimmed to nine items after cal removal or sampling of axillary lymph nodes, a
being reviewed by an expert panel as items overlapping symptom-specific four-item arm scale was developed to
with those within the FACT-G were discarded. supplement the FACT-B, forming the FACT-B+4[20] .
Phase III involved scale construction. After exten- Additionally, a new eight item symptom index, the
sive testing, an item, I want to encourage other women Functional Assessment of Cancer Therapy Breast
to examine their breasts was replaced with I am able Symptom Index[21] , was developed separately as a
to feel like a woman due to its poor fit with the rest of more direct approach to measuring and analyzing QoL
the subscale. The module was subsequently translated scores in breast cancer patients and provides less room
into Spanish, Dutch, French, German, Italian, Nor- for the interpretation of results.
wegian and Japanese following the translation proce- As of August 2013, the EORTC QLQ-BR23 has
dures described by Bonomietal. [19] . This resulting been translated into 53 different languages[22] , while
module comprised 44 items divided into subscales that the FACT-B has been translated into 49 (Box1)[23] .
assessed physical well-being (PWB), emotional well-
being (EWB), social well-being (SWB), functional Reliability & validity
well-being (FWB) and the patients relationship with Validity
[his/her] doctor (RWD). The validity of the EORTC QLQ-BR23 has been
In Phase IV, larger scale testing was incorporated. internationally scrutinized and explored in countries
Two American samples were analyzed to determine such as Iran[24] , Korea[25] , Mexico[26] and Greece[27] ,
the reliability and validity of the FACT-B. Overall, the which has ultimately confirmed the questionnaires
questionnaire was well regarded for its sensitivity to validity.
change in clinical status over time, brevity, relevance Sprangersetal.[11] utilized three methods to evaluate
to patient values and stability across administrations. the questionnaires validity: multitrait scaling; known-
The average time required to complete the FACT-B groups comparison and one-way analysis of variance
was 10 min. (ANOVA). Analyses were performed on a 218-patient
Dutch sample, a 176-patient Spanish sample and a
Recent development 158-patient American sample.
Recently, the FACT-B has progressed from its third ver- Multitrait analysis was used to confirm item-con-
sion described by Bradyetal. [15] to its fourth version. vergence. Item-convergent validity is achieved when a
In its fourth version, the RWD domain was removed correlation of 0.40 or over is met. All three samples
from the FACT-G, leaving four domains: PWB, SWB, exceeded the 0.40 criterion for body image and sexual
EWB and FWB. Along with the RWD domain, items functioning; only the American and the Dutch sample
#8 (Looking at the above seven questions, how much achieved item-convergent validity for the breast symp-
would you say your physical well-being affects your tom scales and only the American sample found item-
quality of life?), #16 (Looking at the above seven convergent validity in the arm symptoms scale. Prob-
questions, how much would you say your social/family lems were consistently found only in the systemic side
well-being affects your quality of life?), #19 (Look- effects scale.
ing at the above two questions, how much would you Discriminant validity was analyzed via known-
say your relationship with the doctor affects your qual- groups comparison. Comparisons between patients
ity of life?), #26 (Looking at the above six questions, with versus without metastatic disease portrayed that
how much would you say your emotional well-being statistically significant differences (p<0.001) were
affects your quality of life?) and #34 (Looking at the found only within the sexual functioning, future per-

future science group www.futuremedicine.com 159


Review Nguyen, Popovic, Chowet al.

Box 1. List of translations by language for Box 1. List of translations by language for
the European Organisationfor Research the European Organisationfor Research
and Treatment of Cancer Quality of Life and Treatment of Cancer Quality of Life
Questionnaire for Patients with Breast Cancer Questionnaire for Patients with Breast Cancer
and the Functional Assessment of Cancer and the Functional Assessment of Cancer
Therapy Quality of Life Measurement of Therapy Quality of Life Measurement of
Patients with Breast Cancer. Patients with Breast Cancer (cont.).
EORTC QLQ-BR23 EORTC QLQ-BR23 (cont.)
Afrikaans Spanish (Colombia)
Arabic Spanish (Costa Rica)
Bengali Spanish (Guatemala)
Bosnian Spanish (Mexico)
Bulgarian Spanish (Panama)
Chinese Mandarin (China) Spanish (Peru)
Chinese Mandarin (Singapore) Spanish (US)
Chinese Cantonese (HK) Swedish
Chinese Mandarin (Taiwan) Tagalog
Croatian Tamil
Czech Tamil (Malaysia)
Danish Tamil (Sri Lanka)
Dutch Telugu
Finnish Thai
French Turkish
French (Canada) Ukranian
Georgian Urdu (India)
German Vietnamese
Greek Xhosa
Guajarati Yoruba
Hebrew Zulu
Hindi FACT-B
Hungarian Afrikaans
Italian Arabic
Japanese Bengali
Kannada Bulgarian
Korean Chinese (Simplified)
Latvian Chinese (Traditional)
Lithuanian Croatian
Malay (Malaysia) Czech
Malay (Singapore) Danish
Malayalam (India) Dutch
Marathi English
Norwegian Estonian
Persian Finnish
Polish French
Portugese German
Portugese (Brazil) Greek
Punjabi Gujarati
Romanian Hebrew
Russian Hindi
Serbian Hungarian
Sinhala Italian
Slovak Japanese
Slovenian Kannada
Sotho (Africa) Korean
Spanish (Spain) Latvian
Spanish (Argentina) Lithuanian
Spanish (Chile) Malay

160 J.Comp. Eff. Res. (2015) 4(2) future science group


EORTC QLQ-BR23 & FACT-B for the assessment of quality of life in patients with breast cancer Review

Box 1. List of translations by language for the systematic therapy side effects scale (p<0.01) for
the European Organisationfor Research the Dutch patients and to the body image scale in the
and Treatment of Cancer Quality of Life Spanish sample (p<0.001). Patients receiving radio-
Questionnaire for Patients with Breast Cancer therapy reported higher levels of breast symptoms,
and the Functional Assessment of Cancer while those who underwent chemotherapy reported
Therapy Quality of Life Measurement of higher levels of systemic therapy side effects over time.
Patients with Breast Cancer (cont.). Validation of the FACT-B has been well documented
by Bradyetal.[14] , who utilized two American samples
FACT-B (cont.) for validity and reliability testing. The first sample
Malayalam
consisted of 47 breast cancer patients who completed
Marathi
the FACT-B to assess the instruments sensitivity to
Norwegian
Polish
change over a 2-month period and its concurrent valid-
Portuguese ity through another QoL instrument, the Functional
Punjabi Living Index-Cancer (FLIC), and divergent validity
Romanian through the Marlow-Crown Social Desirability Scale
Russian (MCSDS). The second sample consisted of 295 breast
Serbian cancer patients who completed the FACT-B as part of a
Slovak 3-year validation study of the FACT measurement sys-
Slovene tem. This sample was used for further reliability and
Spanish validity analyses.
Swedish
Four types of validity were tested amongst the two
Tagalog
samples: sensitivity to change, convergent validity,
Tamil
Telugu
divergent validity and known-groups validity. Uni-
Thai variate analyses displayed the instruments sensitivity to
Turkish change in performance status with respect to its total
Ukraine score and the following subscales: PWB, FWB and the
Urdu BCS. The FACT-B significantly correlated with the
Vietnamese FLIC in terms of its total score (p<0.001), the FACT-
Zulu G total score (p<0.001) and its BCS score (p<0.001),
exhibiting its convergent validity. Divergent validity
spective and systemic therapy side effects scales for the was displayed as the correlation between the FACT-B
Dutch patients and the systemic side effects scale for the and the MCSDS was minimal, which was as expected
Spanish sample (p<0.01) when comparisons between due to both instruments differing concepts. This find-
patients with versus without metastatic disease were ing also indicates that FACT-B scores are not affected by
made. With respect to previous surgery, significantly answers that patients feel are socially desirable, further-
poorer body image (p<0.001) was found amongst ing its validity. Known-groups validity was supported
patients who had received mastectomy in the Dutch when the FACT-B differentiated between groups of
and Spanish samples than in those who had under- differing Eastern Cooperative Oncology Group per-
gone breast-conserving surgery. When initial KPS was formance status ratings (ECOG PSR) via univariate
used as a grouping variable, poorer performance status ANOVA (p<0.001). With exception of the two-item
was associated with significantly lower levels of body RWD subscale, all subscales were able to distinguish
image, sexual functioning, future perspective and a groups based on PSR.
higher level of systemic therapy side effects (p<0.001
for all analyses). Another distinguishing variable used Reliability
was treatment choice. Patients receiving radiotherapy Sprangers etal. [10] assessed the internal consistency
reported a significantly higher level of breast symptoms of the QLQ-BR23 using Cronbachs coefficient.
within the Dutch and Spanish samples (p<0.001), A magnitude of 0.70 was sought, indicating that the
whereas patients undergoing chemotherapy reported items in each scale highly correlated with one another
a significantly higher level of systemic therapy side compared with items of another scale. The coefficients
effects in all three samples (p<0.01). were lowest within the Spanish sample, ranging from
Clinical validity was further investigated by testing 0.46 to 0.94, intermediate within the Dutch sample,
the instruments ability to reflect changes in patients ranging from 0.57 to 0.89, and highest within the
KPS scores and treatment over time via repeated-mea- American sample, ranging from 0.70 to 0.91. All scales
sures ANOVA. This ability was found to only apply to in the American sample met the criterion for internal

future science group www.futuremedicine.com 161


Review Nguyen, Popovic, Chowet al.

consistency. The same did not apply for the systemic (three items), the breast (four items) and systemic side
therapy side effects scale and the arm symptoms scales effects (eight items), while the remaining item grades
in the Dutch sample, nor for the three symptom scales future perspective. In comparison, the most recent
in the Spanish sample. version of the FACT-B addresses PWB (seven items),
Cronbachs coefficient for the nine-item BCS SWB (seven items), EWB (six items) and FWB (seven
ranged from 0.69 to 0.86, while for the FACT-B, the items), as well as the BCS, which focuses on concerns
coefficient for the entire instrument was 0.90, highlight- specifically relevant to breast cancer patients.
ing the advantage of the conjunctive use of the BCS and
the FACT-G. Test-retest reliability coefficients were Content
0.88 for the BCS and 0.85 for the FACT-B total score, Within the physical domain, overlapping items address
reflecting the tests stability across administrations[14] . lack of energy, nausea, general pain, fatigue, dyspnea,
alopecia and arm symptoms. Unique to the FACT-B
Characteristics are two items, feeling ill and being bothered by side
A direct comparison of the QLQ-BR23 and FACT-B effects of treatment. In the QLQ-BR23, unique items
with regards to characteristics can be found on Table2. address the presence of constipation, headaches, hot
Administration of the QLQ-BR23 and the QLQ-C30 flushes and breast symptoms. Although these diverg-
is 53 items long, whereas the FACT-B is markedly ing items are treatment side effects, the EORTC pair
shorter, containing 37 items. paints a much more comprehensive picture of the
patients physical status in that it notes more numer-
Subscales ous physical symptoms in more detail and ties them
The QLQ-BR23 assesses two functional scales: body together with how they would affect daily life.
image (four items) and sexuality (three items), as well Within the functional domain, while both question-
as three symptom scales addressing the arm/hand naires address sleeping, being limited at work and being

Table 2. Comparison of the European Organisation for Research and Treatment of Cancer Quality of Life
Questionnaire for Patients with Breast Cancer and the Functional Assessment of Cancer Therapy Quality of Life
Measurement of Patients with Breast Cancer in Terms of Characteristics.
EORTC QLQ-BR23 FACT-B
Purpose To address QoL issues relevant to breast To address QoL issues relevant to breast
cancer patients not addressed within the cancer patients not addressed within
EORTC QLQ-C30 the FACT-G
Number of items on core + supplement 30 + 23=53 27 + 10=37
Response options Likert Scale (14 inclusive) Likert Scale (04 inclusive)
Recall period During the prior week (with exception During the prior week
to items considering sexuality, for which
the recall period is the prior month)
Item format Questions Statements
Item organization Items grouped into subscales Items grouped into subscales
Assessed subscales (in order) Systemic symptoms Physical well-being
Body image Social/family well-being
Sexuality Emotional well-being
Arm-related symptoms Functional well-being
Breast-related symptoms Additional concerns (breast
cancer-specific subscale)
Subscale components Multi-item subscales Multi-item subscales
Scoring The scores are linearly converted to Scores are summated to create subscale
a 0100 scale, where higher function and overall scores. A Trial Outcome
scores reflect improved function and Index is generated via the addition of
higher symptom scores present a higher the physical well-being, functional
level of symptoms well-being, and breast cancer subscales
QoL:Quality of life.

162 J.Comp. Eff. Res. (2015) 4(2) future science group


EORTC QLQ-BR23 & FACT-B for the assessment of quality of life in patients with breast cancer Review

forced to stay in bed, the FACT-B distinctly addresses to sex, are recalled over the previous month. In both
the enjoyment of hobbies and life, contentment with questionnaires, the items are grouped according to
current QoL, disease acceptance and trouble meeting subscale. This is explicitly shown within the FACT-B,
needs of family while the EORTC pair address inde- whereas the QLQ-BR23 items are explicitly grouped
pendence in eating, dressing and self-washing and based on recall period and covertly grouped based on
ability to perform strenuous activities. Based on the the subscale assessed. Each item is presented as a ques-
previous comparative analysis, the FACT-B integrates tion within the QLQ-BR23 and as a statement within
a more social and personal angle to functioning. the FACT-B.
Within the emotional scale, both questionnaires
focus on sadness, worry and future perspective. Scoring
Although the EORTC pair provides more detail in The raw scale and single-item scores on the QLQ-
the physical domain, the FACT-B is more extensive BR23 are linearly converted to a 0100 scale. For
in assessing emotional well-being as it notes sadness the functional scales and single items (body image,
rather than depression (the word depression often sexuality and future perspective), higher scores reflect
introduces a certain degree of stigma), satisfaction in improved function, whereas for the symptom scales,
coping with illness, hope in fighting against illness, higher scores represent worse symptom levels.
worry about death and other members getting the Conversely, scoring of the FACT-B simply requires
same illness within the future and the effect of stress summation of raw scores. Higher scores represent
on disease, whereas the EORTC questionnaires merely improved global QoL. Because the FACT-B items
note tension, worry, depression, irritability and worry are formatted as statements, negatively phrased items
about future general health. require reverse response scores. There are three scor-
While the QLQ-BR23 inquires about interest in sex, ing options: the FACT-B total score, the BCS score
sexual activity and enjoyment, the FACT-B condenses and finally, the Trial Outcome Index (TOI; sum of
those three items into an arguably more relevant state- the PWB, FWB and BCS scores). The TOI provides a
ment: I am satisfied with my sex life. The FACT-B summary index of overall physical function.
also distinctly assesses whether the patient feels sexually
attractive. Discussion
The FACT-B provides a more in-depth analysis of The EORTC QLQ-BR23 and the FACT-B are the
the patients social well-being as it covers many social only QoL questionnaires that have been devised specif-
facets such as perceived closeness to friends and part- ically for breast cancer patients facing differing disease
ners, support from family and friends, disease accep- stages and treatments. Both tools act as supplements
tance on the part of the family, family communication to their general cancer questionnaires, the EORTC
and worry that family may someday suffer the same ill- QLQ-C30 and the FACT-G, respectively. However,
ness. On the other hand, the social scope of the QLQ- there are no consistent present-day sets of guidelines
C30 is narrowed down to treatment-related interference that are used to facilitate decision-making between the
on family life, social activities and treatment-induced available QoL modules. As such, the purpose of this
financial difficulties. article was to review the development, characteristics,
With regards to body image, while both sets of ques- validity and reliability of the EORTC QLQ-BR23 and
tionnaires consider feelings of femininity and attractive- the FACT-B.
ness, only the FACT-B evaluates self-consciousness in Ideally, QoL questionnaires should possess the fol-
how the patient is dressed and to what extent the patient lowing characteristics: brevity, feasibility, validity, reli-
is bothered by weight change. Furthermore, only the ability, comprehensiveness and clarity. In large scale
QLQ-BR23 assesses whether the patient finds it diffi- testing of the FACT-B and the QLQ-BR23, both
cult to look at her/his naked self as well as dissatisfaction questionnaires were well received for their brevity. In
of his/her body. comparison to the QLQ-BR23, the FACT-B is shorter
by 16 items (Table2) . Interestingly, although the
Format FACT-B comprises fewer items than the QLQ-BR23
Both questionnaires employ Likert scales, with scoring and QLQ-C30, it takes a slightly longer time to com-
from 1 (not at all) to 4 (very much), inclusive in plete the FACT-B than the EORTC pair (10 vs 9 min,
the QLQ-BR23 and 0 (not at all) to 4 (very much), respectively)[10,14] .
inclusive in the FACT-B. The recall period is the prior Both questionnaires were feasible; although 19%
week for the entire FACT-B and QLQ-C30 but only of women who participated within the large-scale test-
for the first 13 questions and last 7 questions in the ing of QLQ-BR23 found the questions relating to
QLQ-BR23. The remaining three items, which relate sex too intrusive or did not complete them. No issues

future science group www.futuremedicine.com 163


Review Nguyen, Popovic, Chowet al.

regarding sex-related items were described in the devel- the physical symptoms scales within the QLQ-BR23
opment of the FACT-G by Cellaetal. [15] ; however, and the social and emotional well-being scales within
this may be due to the fact that the FACT-B only the FACT-B, despite both questionnaires respectively
dedicates one item to sex (I am satisfied with my sex emphasizing those particular scales. The inverse rela-
life), which is independent of whether the patient is tionship between scale comprehensiveness and internal
sexually active. The QLQ-BR23 rather addresses three consistency is understandable in that scale extensive-
sex-related items that are all dependent on whether the ness usually entails a broader range of questions and
patient has been sexually active and thus may appear thus potentially weakened internal consistency.
more intrusive. Both questionnaires have been considered more
Sprangersetal.[10] showed that the symptom scales beneficial within certain treatment populations,
of the QLQ-BR23 generally did not meet the 0.70 introducing limitations of applicability. For example,
Cronbachs alpha criterion for internal consistency, Chen etal. [28] noted that both questionnaires were
while Bradyetal. [14] found Cronbachs coefficient limited in their ability to detect clinically meaning-
to be inadequate only for the SWB, EWB and BCS ful changes arising from surgical interventions, as
subscales of the FACT-B. Interestingly, unsatisfac- their items are more related to chemotherapy-related
tory internal consistency was generally found within symptoms. In addition, our literature search revealed
Executive summary
Breast cancer is the second leading cause of death amongst females and prevails as the one of the most
common cancers worldwide.
Prognosis, survival and physical symptoms are not the sole concerns of breast cancer patients as they also face
psychosocial morbidity linked to cosmetic alterations derived from treatment and the cancer itself.
Given the increased survival rates and awareness of both the physical and emotional toll in breast cancer, the
importance of assessing quality of life (QoL) as a primary end point in such a patient population has surged
greatly.
QoL is now an established prognostic indicator in breast cancer.
The main objective of this literature review is to compare two widely used QoL assessment tools in the breast
cancer population, the EORTC QLQ-BR23 and the FACT-B.
This review summarizes the literature on the two tools with respect to their development, characteristics,
validity, reliability and use worldwide.
Development
Both questionnaires were developed through patient interviews, literature searches and expert opinion.
Formal item reduction resulted in 23 items for the QLQ-BR23 (which is paired with its 30 item general cancer
questionnaire [QLQ-C30]) and 10 items for the Breast Cancer Subscale (which is administered with its general
questionnaire [FACT-G], together forming the 37-item FACT-B).
In Phase IV of development, the QLQ-BR23 was tested amongst 218 Dutch patients, 176 Spanish patients and
158 American patients while the FACT-B was tested amongst two samples totaling 342 American patients.
Characteristics
Scoring, item format, organization and response options differ between the two questionnaires, while the
recall period for both is within the previous week with exception of items relating to sexuality within the
QLQ-BR23.
Both tools were well-received for their brevity completion time for the FACT-B and the EORTC pair is 10 vs
9min, respectively.
While the QLQ-BR23 centers more on analysis of physical symptoms and function, the FACT-B sheds more
emphasis on psychosocial and emotional well-being.
Reliability & validity
The symptom scales of the QLQ-BR23 did not meet the criterial Cronbachs coefficient of 0.70, while the
same was found for the SWB, EWB and the BCS subscales of the FACT-B.
Validation of both questionnaires was appraised in multiple ways and both questionnaires were generally
found to be sensitive to performance status.
Use worldwide
The EORTC QLQ-BR23 was found to be more prominently utilized in conventional intervention-related
trials, while the converse applied for the FACT-B, which took precedence in complementary and alternative
intervention trials.
Conclusion
Although both questionnaires differ in their focal points, decision-making between the questionnaires should
be based on study purpose/design.

164 J.Comp. Eff. Res. (2015) 4(2) future science group


EORTC QLQ-BR23 & FACT-B for the assessment of quality of life in patients with breast cancer Review

that the FACT-B has been used primarily in comple- has offered investigators a basis for decision-making in
mentary and alternative intervention trials, while the breast cancer QoL assessment tools.
EORTC QLQ-BR23 has been favored in conventional
intervention-related trials (Table1) . This finding may Future perspective
be explained by the differing emphases of both the In light of the increasing importance of QoL assessment
FACT-B and the EORTC QLQ-BR23 on emotional in breast cancer patients, future trials should explore the
well being and physical function, respectively. relevant literature in its entirety in order to provide a
In the future, it is likely that QoL measures for breast more wholesome gauge of the strengths and weaknesses
cancer will not be limited to the EORTC QLQ-BR23 of the two questionnaires. Trial investigators can then
and the FACT-B. For example, the NIH Dynamic attempt to discern the influence of these aspects on the
Tools to Measure Health Outcomes from the Patient decision-making of QoL investigators worldwide. Sub-
Perspective (PROMIS) initiative has developed various sequent categorization of questionnaire choice based
modules for valid and reliable assessment of patient- on study design can facilitate QoL questionnaire deci-
reported health, including QoL[29] . Recently, PRO- sion-making process for clinicians in the breast cancer
MIS unveiled a study analyzing cancer-specific tools subgroup. Future trials are also encouraged to compare
that are psychometrically valid and equivalent across these tools to other breast cancer QoL questionnaires to
diverse cancer populations; currently, diverse breast supply clinicians with a more replete dataset on which
cancer participants are also enrolled. they can base their questionnaire choice.

Conclusion Financial & competing interests disclosure


The concept of QoL has been vastly recognized for its The authors thank the generous support of Bratty Family Fund,
prognostic role in treatment and disease outcomes[30] . Michael and Karyn Goldstein Cancer Research Fund, Pulenzas
Although the EORTC QLQ-BR23 and the FACT-B Cancer Research Fund, Joseph and Silvana Melara Cancer Re-
differ in their focal points, both questionnaires have search Fund and Ofelia Cancer Research Fund. The authors
been proven to be valid, reliable and prominent tools in have no other relevant affiliations or financial involvement
breast-cancer specific QoL assessment. This review is with any organization or entity with a financial interest in or
limited in that it mainly centered on initial validation financial conflict with the subject matter or materials discussed
papers. Although it delved into many aspects of the two in the manuscript apart from those disclosed.
questionnaires, this review did not fully examine their No writing assistance was utilized in the production of this
use in current clinical trials. Nonetheless, this review manuscript.

in women with metastatic breast cancer. Med. Oncol. 29(2),


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